Expat Financial Advice Articles

Expat financial advice from the experts


Portugal – QROPS, and Taking Your Pension Tax Free!

If you are one of the many Brits looking at a retirement offshore? Or just considering a change of lifestyle and becoming an expat, Portugal could be the place for you. Portugal is famed for  it’s beautiful climate and scenery, its welcoming people and its excellent value standard of living. The fact that the Portuguese […]

USA expats investment advice

USA Expats Investment Advice

USA Expats Investment Advice It is unknown exactly how many US expats are currently living abroad. In 2016 the US State Department estimated there are 9 million U.S citizens living overseas, however, these numbers are open to challenge and can change quickly. On top of the normal concerns of education for children and where to live, […]

pension tax free

Non-Habitual Tax regime in Portugal

The Non-Habitual Tax regime in Portugal Background: The Non-Habitual Tax regime in Portugal allows anyone who becomes a tax resident in Portugal (subject to being accepted by NHR) the ability to receive qualifying income, tax-free in Portugal and the country of the source of income. The regime was introduced in 2009. The only requirement to gain access to this […]

overseas trust and pensions

Overseas Trust and Pensions – Guernsey

Overseas Trust and Pensions – Guernsey If you have a ‘COPIA’ pension with Overseas Trust and Pensions Guernsey then you will be familiar with the associated issues in drawing down your pension and expensive annual trustee fees. Background “Overseas Trust & Pensions” are a specialist provider of international trust, retirement and pension solutions for both corporate […]

mortgage in france

Obtaining a Mortgage in France or Monaco

Purchasing a property can be a complicated process and when that purchase is abroad with a foreign language it can become that much more difficult. As your independent bilingual mortgage adviser we will help to liaise with the banks and all relevant notary, estate agent and other intermediary interactions in order to make the purchase […]